How It Works — PlanPal

01

Select Your Jurisdictions

Start by adding the countries where your company grants equity awards. PlanPal instantly surfaces regulatory, tax, and reporting requirements specific to each jurisdiction and award type based on publicly available and third party sources.

🇬🇧 United Kingdom 🇩🇪 Germany 🇯🇵 Japan + Add country

02

Review Requirements

Access detailed country guides covering securities law obligations, exchange controls, labour considerations, tax withholding rates, and reporting obligations. Each guide is maintained by our team in partnership with local counsel.

Securities Filing

Required

Exchange Control

Not applicable

Tax Withholding

Varies by award

Data Privacy

Consent required

03

Complete Filings with the Wizard

Our Filing Wizard walks you through each required filing step by step. It auto-populates known data, provides multi‑level approval and audit control, and generates a download‑ready package for filing.

Company Name

Acme Corporation Ltd.

Filing Type

HMRC ERS Filing

Tax Year

2025/26

04

Track, Report & Stay Compliant

Monitor filing status in real-time, receive automated deadline reminders, and generate audit-ready compliance reports so you can evidence equity tax compliance in minutes, not days. PlanPal keeps your entire compliance history organized and accessible.

🇬🇧 UK — HMRC ERS Return Due Soon

🇦🇺 Australia — ESS Annual Report Scheduled

🇮🇪 Ireland — RSS1 & ESA Return Filed

🇨🇭 Switzerland — Salary Certificate Filed

Platform Capabilities

Built for the Keepers of Compliance

Whether you’re a one-person equity team trying to navigate your company’s compliance, or a multinational company providing payroll, EOR or consulting services to companies, every feature is designed to reduce risk, save time, and give your team confidence in cross-border equity compliance.

Regulatory Alerts

Receive real-time notifications when regulations change in your jurisdictions, with plain-language summaries of what’s changed.

Role-Based Access

Assign granular permissions by team, jurisdiction, or function. Maintain audit trails for every action with complete accountability.

Automated Rules Logic

Automate and map your equity data and reports to streamline outputs, so that recurring filings are complete and consistent every time.

Most companies are fully onboarded within 2–4 weeks. Our implementation team can handle set up, system integrations, and team training so you can start filing with confidence right away.

Our global research team monitors regulatory changes continuously. Guides are updated as soon as changes are confirmed, and are available for general informational purposes only. You’ll receive an alert whenever a jurisdiction you track is affected.

The Filing Wizard supports periodic tax filings and exchange control notifications in popular jurisdictions. We hope to expand to securities notifications and filings and other requirements and countries as we grow.

PlanPal covers stock options, RSUs, and cash settled awards. Requirements are tailored to each specific award type within each jurisdiction.

PlanPal is designed to meet SOC 2 Type II standards with end-to-end encryption, role-based access controls, and a complete audit trail. We also implemented controls intended to support GDPR compliance and maintain data residency options for regulated industries.

No—and it’s not designed to. PlanPal automates the repetitive, process-heavy side of equity compliance: tracking deadlines, preparing filings, and centralizing regulatory information. By taking those tasks off your team’s plate, you free up budget and bandwidth to engage legal and tax counsel where they add the most value—on complex, judgment-driven questions that truly require their expertise.

See it in action

Walk through the platform with our team and see how PlanPal fits your compliance workflow.

Schedule a Demo →

How PlanPal Works